Tax Checklists
Individual Taxpayer Checklist
Before Filing Your Return
Gather Personal Information
National ID, PIN certificate, contact details
Collect Income Documents
Employment income, business income, investment income
Gather Expense Records
Medical expenses, education costs, charitable donations
Review Previous Year's Return
Check for carryover items and changes
Calculate Estimated Tax
Use tax calculator to estimate liability
Business Taxpayer Checklist
Sole Proprietorship
Business Registration
Valid business license and permits
Financial Records
Income statements, expense records, bank statements
Asset Records
Equipment, vehicles, property purchases
Employee Records
PAYE records, employment contracts
Corporation
Corporate Documents
Articles of incorporation, board resolutions
Financial Statements
Audited financial statements, general ledger
Shareholder Information
Share certificates, dividend records
Tax Compliance
Previous tax returns, payment records
VAT Compliance Checklist
Monthly VAT Requirements
Sales Records
All sales invoices with VAT calculations
Purchase Records
All purchase invoices for input VAT
VAT Return Preparation
Calculate output and input VAT
Payment Verification
Ensure VAT payment is made on time
Document Retention
Keep all VAT records for 7 years
Record Keeping Checklist
Daily Tasks
Record Transactions
Enter all income and expenses
File Receipts
Organize and store all receipts
Update Cash Flow
Track daily cash movements
Backup Records
Backup digital records daily
Monthly Tasks
Reconcile Accounts
Match bank statements with records
Review Records
Check for missing documents
Update Financials
Prepare monthly statements
Security Check
Verify backup and security
Tax Filing Checklist
Before Submitting Your Return
Verify Information
Check all personal and business details
Review Calculations
Double-check all tax calculations
Attach Documents
Include all required supporting documents
Sign and Date
Ensure all forms are properly signed
Make Copies
Keep copies of all submitted documents
Submit on Time
Meet all filing deadlines
Audit Preparation Checklist
Document Organization
Tax Returns
All filed tax returns for audit period
Supporting Documents
Receipts, invoices, bank statements
Financial Statements
Complete financial records
Correspondence
All communication with tax authority
Audit Response
Review Notice
Understand audit scope and requirements
Prepare Response
Organize documents and explanations
Seek Professional Help
Consider hiring a tax professional
Maintain Cooperation
Respond promptly and professionally
Printable Checklists
Individual Checklist
Complete checklist for individual taxpayers
Business Checklist
Comprehensive business tax checklist
VAT Checklist
VAT compliance checklist
Need Help?
Get Professional Assistance
Our experts can help you complete these checklists and ensure compliance with all tax requirements.
Contact Support
📞 020-123-4567
📧 checklists@taxauthority.gov.ke